Retirement Planning

Displaying 8408 results
RETIREMENT PLANNING SEP 13, 2011
Marrieds think singles have it made when planning for retirement

A new Charles Schwab & Co. Inc. survey finds that married couples think retirement planning is easier for singles. The reality is far different, however.

By Lavonne Kuykendall
What is mailbox money – and why is it crucial to retirement?
RETIREMENT PLANNING SEP 12, 2011
What is mailbox money – and why is it crucial to retirement?

Investment products must generate income streams; advisers still on the fence about annuities, however

By Mark Schoeff Jr.
Regulator aims to tighten rules for 529 plan providers
RETIREMENT PLANNING SEP 12, 2011
Regulator aims to tighten rules for 529 plan providers

MSRB to issue more guidance on college savings vehicles by year-end; could be complicated for distributors

By Liz Skinner
RETIREMENT PLANNING SEP 11, 2011
What was Showtime smoking?

A recent episode of “Weeds,” a Showtime television series that features a marijuana-selling single mom, raises the question of what would happen if a crooked financial professional managed a federal investigator's retirement money

By Liz Skinner
RETIREMENT PLANNING SEP 09, 2011
401(K) market a tough sell

Exchange-traded funds make up a tiny fraction of the investments offered by 401(k) plans, but they could claim a larger share of the market as key providers add them to their platforms

By Darla Mercado
No floor yet for plunging housing market
RETIREMENT PLANNING SEP 08, 2011
No floor yet for plunging housing market

A report today showed that housing valuations remain mired in a horrific slump, with year-over-year prices still way down. Even when the market does bottom out, don't expert a rapid rebound.

By John Goff
Muni offerings hit the skids
RETIREMENT PLANNING SEP 08, 2011
Muni offerings hit the skids

Concerns over a possible default by Uncle Sam rippling the lakes of state issuers; five top-rated borrowers braced for possible downgrade

By John Goff
Pimco's Gross: Obama's $300B doesn't cut it
RETIREMENT PLANNING SEP 06, 2011
Pimco's Gross: Obama's $300B doesn't cut it

Bill Gross, founder of Pacific Investment Management Co., said President Barack Obama's plan to stimulate the economy with more than $300 billion in tax cuts and spending is inadequate.

By Doug Cubberley
Pimco to gain more 'autonomy' in AGI restructuring
RETIREMENT PLANNING SEP 06, 2011
Pimco to gain more 'autonomy' in AGI restructuring

Allianz Global Investors on Tuesday announced restructuring effective Jan. 1 that will give PIMCO greater distribution independence and will more closely align the elements of Allianz's other business.

By Drew Carter
Ten-year Treasuries overvalued — and then some — but investors buying anyway
RETIREMENT PLANNING SEP 06, 2011
Ten-year Treasuries overvalued — and then some — but investors buying anyway

Term premium at an all-time high, but investor confidence in economy at rock bottom; 'fear priced into yields'

By John Goff
RETIREMENT PLANNING SEP 04, 2011
The importance of 'stopping and smelling the roses'

For adviser Brian Fenn, the horrific events of 9/11 provided affirmation that he was on the right track with his planning practice

By Dan Jamieson
RETIREMENT PLANNING SEP 04, 2011
Even after a relocation to Midtown, the memory of a tragedy persists

Despite the passage of 10 years and a move to another part of New York, the Sept. 11, 2001, terrorist attacks are never far from financial adviser Lewis J. Altfest's mind

By Lavonne Kuykendall
RETIREMENT PLANNING SEP 04, 2011
Learning to 'plan for the worst' and 'hope for the best'

Ten years hasn't diminished the vivid memories of 9/11 for Paul Schatz, president of Heritage Capital LLC, a $110 million advisory firm based in Woodbridge, Conn.

By Jeff Benjamin
RETIREMENT PLANNING SEP 02, 2011
Family offices see relative surge in assets

Family offices saw a relatively large surge in assets in 2010. And that figure will likely be getting bigger with billionaire George Soros getting out of the hedge fund business to manage his family's money | <a href=http://www.investmentnews.com/apps/pbcs.dll/gallery?Site=CI&amp;Date=20110809&amp;Category=FREE&amp;ArtNo=809009999&amp;Ref=PH>Top 10 family offices

By John Goff
Plans to tax munis won't fly, says BNY Mellon
RETIREMENT PLANNING SEP 01, 2011
Plans to tax munis won't fly, says BNY Mellon

Despite need to raise federal tax revenues, bank believes lawmakers will spare municipal debt

By John Goff
Wealthy buying McMansions on Uncle Sam's dime
RETIREMENT PLANNING AUG 31, 2011
Wealthy buying McMansions on Uncle Sam's dime

Taking advantage of loan guarantee program intended to help low-income families buy homes; debate now in Congress

By John Goff
Time for clients to refi? Mortgage rates hit lowest on record
RETIREMENT PLANNING AUG 31, 2011
Time for clients to refi? Mortgage rates hit lowest on record

Rate on average 30-year fixed loan falls to 4.12%; 'homebuyers are not responding'

By John Goff
DOL delay on plan fee disclosure rules gives service providers some breathing room
RETIREMENT PLANNING AUG 31, 2011
DOL delay on plan fee disclosure rules gives service providers some breathing room

Effective date on reg is bumped back to April 1

By Darla Mercado
RETIREMENT PLANNING AUG 31, 2011
Court says third-party carriers to retirement plans can be sued

A federal circuit court yesterday decided that retirement-plan participants can sue third-party insurers under the Employee Retirement Income Security Act of 1974.

By Darla Mercado
So what's Kotlikoff's Purple Tax Plan — and will it actually work?
OPINION AUG 30, 2011
So what's Kotlikoff's Purple Tax Plan — and will it actually work?

Proposed reform mixes in wins for both blues (Democrats) and reds (Republicans); accountants, advisers may boo, however

By Laurence J. Kotlikoff